What smart money is saying about Kennametal
KMT
No fund has written a full thesis on Kennametal in our archive, but 5 fund letters report a position in it — most recently Tributary Capital Management Multi Cap Core Equity Strategy in June 2026.
Get an email when a fund writes about it
5
Reported positions
0
Bought
4
Sold
5
Letters
Position history
Every position in Kennametal on record in the archive was reported in Q2 2026, across 5 fund letters — 4 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 5 | 0 | 4 | 0 |
Fund activity · 5 positions · 4 moves
- June 2026
“Seven positions were eliminated from the portfolio during the quarter.”
Kennametal - June 2026
“Meanwhile, the small cap investment committee exited positions in U.K.-based construction and engineering company Balfour Beatty and uranium company Yellow Cake, as well as machinery business Kennametal.”
Kennametal “Eliminated positions for quarter ending June 30, 2026: Company Name Exit Rationale Small Cap Value Small Cap Value Con. Small/Mid Cap Value Mid Cap Value ADT, Inc. Sold in order to redeploy capital into higher conviction opportunities. ⬢ Hackett Group, Inc. Sold to pursue other opportunities. ⬢ Kennametal, Inc. Sold on valuation.”
Kennametal- June 2026
“By comparison, we exited specialty cutting tool insert maker, Kennametal, Inc. (KMT) on valuation.”
Kennametal - June 2026
“Holdings in the industrials sector drove returns, led by aerospace and defense holdings Park Aerospace, Moog, and Hexcel, machinery businesses Graham, Kennametal, L.B. Foster, and Timken, as well as construction and engineering company Orion Group.”
Kennametal
Read the letters behind these Kennametal positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger